Blogs about INFA - Stockpickr! Your Source for Stock Ideas

Blogs about INFA

Blogs	Description	Date Updated
Thursday's Upgrades and Downgrades	UpgradesQLogic (QLGC)- Pacific Growth Equities Neutral » Buy Massey Energy (MEE)- Caris & Company Above Average » Buy PF Chang's (PFCB)- Wedbush Morgan Sell » Hold Scotts Miracle-Gro (SMG)- BMO Capital Markets Underperform » Market Perform Walgreen (WAG)- Credit Suisse Neutral » Outperform SW Energy (SWN)- Sun Trust Rbsn Humphrey Neutral » Buy Ultra Petroleum (UPL)- Sun Trust Rbsn Humphrey Neutral » Buy American Eagle (AEO)- Needham Underperform » Hold Br...	July 17, 2008
Art Technology Group: Roth Upgrades, Stock Rallies	Art Technology Group (ARTG) shares are up nicely this morning after Roth Capital’s Nathan Schneiderman raised his rating on the stock to Buy from Hold. Schneiderman notes that the e-commerce software provider’s shares have fallen 25% from a recent peak, creating “a very attractive entry point.” Schneiderman writes in a research note that the stock’s valuation has fallen to just over 10x free cash flow, “a bargain for a profitable growing company.” &ldquo...	June 27, 2008
Red Hat: Oppenheimer, Weisel Downgrade Post-Earnings	Red Hat (RHT), which last night reported better-than-expected profits for its fiscal first quarter ended in May, was hit today by a pair of analyst downgrades. Oppenheimer’s Brian Denyeau cut his rating on the stock to Perform from Outperform. He says Q1 results were in line, but notes that the stock has come close to his $23 price target, and that there are “few catalysts on the horizon.” He advises investors interested in infrastructure software to buy BMC (BMC) or Informatic...	June 26, 2008
Informatica buys a new identity	Filed under: International Business Machines (IBM), Nokia Corp. (NOK)With Corporate America awash in data, things have been nice for Informatica Corporation (Nasdaq: INFA), which is a data integration software company. The customer base is solid and relatively stable. In fact, the company recently posted its Q1 results, with profits up 23% to $11.2 million or $0.12 per share. Revenues increased 19% to $103.7 million and license revenues came to $44.2 million. But, to maintain its competitive...	April 22, 2008
Oracle: Weak Apps Revs Pressuring Software Stocks	The big issue from last night’s earnings report from Oracle (ORCL) was a weaker-than-expected February quarter for applications license revenue. The news has ORCL shares sliding this morning, as you’d expect. But it also raises questions about March quarter results for other applications software companies. Some analysts are rallying to the stock’s defense this morning, asserting that despite Oracle’s cautionary comments, the company is actually a more defensive name than...	March 27, 2008
Analyst initiations: ASIA, WAL and GLAD	Filed under: Analyst initiationsMOST NOTEWORTHY: AsiaInfo Holdings, Western Alliance Bancorp and Gladstone Capital were today's noteworthy initiations: Kaufman Bros. believes AsiaInfo Holdings (NASDAQ: ASIA) is the leading provider of software to Chinese telecommunications firms, which they note are in the midst of a spending increase to upgrade legacy billing and CRM software systems. The firm initiated shares with a Buy rating and $15 target. Keefe Bruyette resumed coverage of Wes...	March 04, 2008
Friday's Upgrades and Downgrades	UPGRADESSt. Jude Medical (STJ)= Stanford Research Hold » Buy Endo Pharm (END)=P Pacific Growth Equities Neutral » Buy Informatica (INFA)= Pacific Growth Equities Neutral » Buy Netflix (NFLX)= Utendahl Under-weight » Equal-weight Quintana Maritime (QMAR)= Ferris Baker Watts Neutral » Buy F5 Networks (FFIV)= Ferris Baker Watts Neutral » Buy ITT Educational (ESI)= Barrington Research Mkt Perform » OutperformVarian Medical (VAR)= Leerink Swann Mkt Perform » Outpe...	January 25, 2008
Goldman Sachs Targets Select IT Names (DRIV, MVSN, BOBJ, COGN, INFA)	Goldman Sachs has initiated several IT names this morning. While most of the names are neutral rated, these are the stocks it views favorably in each group with values as the current issue. BUSINESS INTELLIGENCE: Cognos (COGN) started as Neutral, $1.70 2007 EPS target. Informatica (INFA) started as Neutral, $0.52 2007 EPS target. Business Objects (BOBJ) coverage transfer, also started as Neutral. Goldman Sachs also notes that it would look for a pullback in the names for a more attracti...	July 11, 2007
Oracle: More Upbeat Views On FY Q4 Results; Will Informatica Be The Next Target?	Expectations continue to ratchet higher for Oracle’s (ORCL) results for the fiscal fourth quarter ended last week. Citigroup’s Brent Thill today raised his fourth quarter EPS estimate to 35 cents from 34 cents, boosting his full year estimate to $1 from 99 cents. For fiscal 2008, he goes to $1.16 from $1.15. Thill also theorizes that Oracle could follow-up on its recent Hyperion Solutions acquisition by acquiring more business intelligence functionality, such as Informatica (INFA); ...	June 04, 2007
StreetInsider.com After-Hours Movers 04/19	Mentor Corporation (NYSE: MNT) 17% LOWER; expects Fiscal 2007 sales of $300 million to $302 million. The Company had previously guided that sales would be in the range of $305 million to $315 million. The consensus is $309.3 million. Mentor sees 2008 sales of $340 million to $355 million. The consensus is $371.9 million.Robert Half (NYSE: RHI) 11% LOWER; reports Q1 EPS of $0.42, 4 cents worse than estimates.(0.46) Revenues were $1.1 billion vs. $1.10 billion consensus.Stamps.com (Nasdaq: STMP) 8...	April 20, 2007

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